Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Gottfried who wrote (11206)	11/16/1997 10:18:00 AM
From: ChinuSFO	Read Replies (1) of 70976

Gottfried, what I look at when making an investment is the company's commitment to remain at the leading edge of technology. Dollars being invested in the R&D, quality of R&D people they are hiring, production approach (yield increase etc. etc....). Classic example in Intel and the others in the pack (the AMDs etc. etc). Intel is committed to remain the leader. They are pouring tons of money into their R&D, they are adopting aggressive methods to cut down production cost and I wouldn't be worried about drop in prices for the Pentium or even the PII when it happens. So is the case with Applied Materials. They are the leaders in their field. They are a well managed company, just like Intel. So why worry about DRAM prices. And in my opinion, the Asian situation is also blown out of proportion. Are these excuses to bring the market down so that others can get in? After all "irrational exuberance" did not work. Now it is a "salutory effect". Fun to sit by the sidelines and watch. Chinmoy

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